Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF) during Q4 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR INTL EQTY .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-956- 12.65% |
$36.1K - $38.8K
|
6.6K
$126K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-976- 3.55% |
$36.9K - $39.6K
|
26.5K
$507K
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-989- 2.15% |
$37.4K - $40.2K
|
45K
$862K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.02K- 0.47% |
$38.5K - $41.4K
|
215K
$4.11M
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.06K- 11.38% |
$39.8K - $42.8K
|
8.21K
$157K
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.08K- 2.99% |
$40.8K - $43.8K
|
35.1K
$671K
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09KClosed |
$41.1K - $44.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 16.66% |
$42.2K - $45.3K
|
5.58K
$107K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.13K- 5.68% |
$42.7K - $45.9K
|
18.8K
$359K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.13K- 5.68% |
$42.7K - $45.9K
|
18.8K
$359K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.21K- 29.97% |
$45.8K - $49.2K
|
2.83K
$54.2K
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.29K- 16.52% |
$48.8K - $52.5K
|
6.53K
$125K
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-1.3K- 3.66% |
$49.2K - $52.9K
|
34.3K
$656K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.31K- 10.07% |
$49.6K - $53.3K
|
11.7K
$224K
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.32K- 8.74% |
$50K - $53.7K
|
13.8K
$264K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.35K- 4.44% |
$51K - $54.8K
|
29K
$556K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 0.6% |
$52.7K - $56.7K
|
231K
$4.42M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.43K- 3.17% |
$53.8K - $57.9K
|
43.5K
$832K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.47K- 2.03% |
$55.3K - $59.5K
|
70.9K
$1.36M
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.47K- 1.17% |
$55.4K - $59.5K
|
123K
$2.36M
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-1.47K- 14.22% |
$55.7K - $59.8K
|
8.89K
$170K
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.48K- 1.43% |
$55.9K - $60K
|
102K
$1.96M
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-1.49K- 89.82% |
$56.3K - $60.5K
|
169
$3.23K
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.55K- 1.87% |
$58.5K - $62.9K
|
81.3K
$1.56M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.55KClosed |
$58.5K - $62.9K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 8.1% |
$59.1K - $63.6K
|
17.8K
$340K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.64K- 37.56% |
$62K - $66.6K
|
2.73K
$52.2K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.69K- 18.79% |
$63.9K - $68.7K
|
7.31K
$140K
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-1.69K- 5.79% |
$63.9K - $68.7K
|
27.5K
$527K
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.72K- 4.71% |
$65.1K - $70K
|
34.9K
$668K
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.73K- 0.65% |
$65.4K - $70.3K
|
266K
$5.09M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.85K- 25.5% |
$69.8K - $75.1K
|
5.4K
$103K
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.97K- 13.94% |
$74.4K - $80K
|
12.2K
$233K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 1.37% |
$77.6K - $83.4K
|
148K
$2.82M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.12K- 3.41% |
$80K - $86K
|
60K
$1.15M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.24K- 7.9% |
$84.6K - $91K
|
26.1K
$500K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.4K- 3.44% |
$90.5K - $97.2K
|
67.3K
$1.29M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.45K- 79.82% |
$92.5K - $99.4K
|
619
$11.8K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.49K- 39.34% |
$94.2K - $101K
|
3.84K
$73.6K
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.55K- 2.9% |
$96.4K - $104K
|
85.6K
$1.64M
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.57K- 4.54% |
$97K - $104K
|
54K
$1.03M
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-2.69K- 0.48% |
$102K - $109K
|
555K
$10.6M
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.74K- 2.23% |
$104K - $111K
|
120K
$2.3M
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.77K- 17.57% |
$105K - $112K
|
13K
$249K
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.79K- 8.43% |
$105K - $113K
|
30.3K
$579K
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.8KClosed |
$106K - $114K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-2.83K- 4.53% |
$107K - $115K
|
59.6K
$1.14M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.83K- 5.64% |
$107K - $115K
|
47.4K
$907K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.86K- 11.14% |
$108K - $116K
|
22.8K
$437K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.99K- 7.36% |
$113K - $122K
|
37.7K
$721K
|